Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIANCE CAPITAL PARTNERS LLC | COM | 1901 | $1,558,052 | 5,921 | 0.00 | 0.00 | -2,513 | -29.80 | 12-31-2023 |
RIVERVIEW CAPITAL ADVISERS LLC | COM | 1902 | $1,776,661 | 5,899 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RAMIREZ ASSET MANAGEMENT INC | COM | 1903 | $1,775,155 | 5,894 | 0.00 | 0.00 | -342 | -5.48 | 03-31-2024 |
REGATTA CAPITAL GROUP LLC | COM | 1904 | $1,774,573 | 5,892 | 0.00 | 0.00 | 133 | 2.31 | 03-31-2024 |